Advisor Transition & Integration Project Lead

Integrity

Dallas (TX)

On-site

USD 90,000 - 150,000

Full time

3 days ago

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Job summary

Integrity Wealth is seeking Transition Project Leaders to project-manage advisor transitions onto the platform. Each leader owns a concurrent portfolio of advisor moves end to end—readiness planning, day-one execution, account transfer coordination, issue resolution, and advisor training—acting as the advisor's single accountable partner during the most critical weeks of their affiliation.

Success hinges on coordinating readiness, transfer batches, and training while managing exceptions and

Qualifications

Five or more years of experience in advisor transitions, brokerage operations, or wealth management project management.
Has personally project-managed advisor moves end to end, not just supported them.
Strong command of account transfer mechanics and exception resolution.

Responsibilities

Own a concurrent portfolio of advisor transitions end to end, from discovery through handoff to Advisor Success.
Plan and execute day-one readiness: forms, compliance, branding, and client communication strategy.
Run prioritized transfer batches with daily ramp tracking.
Manage the exception queue and ramp-risk flags in real time.
Train advisors to platform self-sufficiency across CRM, reporting, and custodial systems.
Direct matrixed service, operations, and vendor resources assigned to each transition.